ScoreFirmStateAUMAdvisorsCustodian
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James
C34WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
AZ$793.5M7Raymond James
C22FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
GA$773.4M6Raymond James
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James